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Dixon Hughes Goodman Wealth Advisors’s Innovator US Equity Power Buffer ETF October POCT Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio POCT Stock Details POCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$6.44M Sell
213,025
-464
-0.2% -$13.9K 1.85% 9
2021
Q4 		$6.5M Buy
+213,489
New +$6.41M 2.12% 6

Other funds holding POCT

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
BMD
Better Money Decisions Santa Fe, New Mexico $165M AUM 9.58% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's POCT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Innovator US Equity Power Buffer ETF October (POCT) stake by 0.22% in Q1 2022, selling an estimated $13.9K and leaving 213,025 shares worth $6.44M. The position accounts for 1.85% of the portfolio, ranked #9.

Dixon Hughes Goodman Wealth Advisors first reported a position in POCT in Q4 2021 and has held it in 2 quarters since. The position peaked at $6.5M in Q4 2021. 88 funds tracked by Wall St. Rank hold POCT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 213,025 shares of Innovator US Equity Power Buffer ETF October worth $6.44M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 464 Innovator US Equity Power Buffer ETF October shares in Q1 2022, an estimated $13.9K.
  • Innovator US Equity Power Buffer ETF October made up 1.85% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #9 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF October in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Innovator US Equity Power Buffer ETF October position peaked at $6.5M in Q4 2021.
  • 88 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF October as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.